Industry intelligence
Portfolio Management and Investment Advice in Delaware
4 portfolio management and investment advice businesses in Delaware financed with SBA 7(a) loans, largest first. Each links to its complete record.
- Vizionary Wealth ManagementWilmington, DE · 1 loan$500K
- LINDENBERG FINANCIAL INCLewes, DE · 1 loan$250K
- BRIGANDINE CAPITAL, INC.Fenwick Island, DE · 1 loan$40K
- HARDINGS WEALTH MANAGERS INCGeorgetown, DE · 1 loan
AI summary
Delaware has 4 portfolio management and investment advice businesses on record financed with SBA 7(a) loans, the largest of which closed $500K in financing.
DealRoom.so SBA Intelligence ranks the SBA lenders actively financing portfolio management and investment advice deals in Delaware and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds portfolio management and investment advice businesses in Delaware before they approach a lender.
Source: DealRoom.so SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. DealRoom is not a lender and does not guarantee financing.
Agent summary
This page lists public SBA 7(a)-financed portfolio management and investment advice businesses in Delaware, largest first, from DealRoom.so SBA Intelligence. Each entry links to its complete public loan record. DealRoom is not a lender.
- 4 portfolio management and investment advice businesses financed in Delaware
- Largest deal on record: $500K
- State: Delaware
- Industry: Portfolio Management and Investment Advice
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
- API:
- https://dealroom.so/api/public/industries/portfolio-management-and-investment-advice?state=delaware
- Methodology:
- Sources & methodology
- Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
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DealRoom analysis of public SBA 7(a) lending records with a Delaware project address.